Judging Panel

Steve has almost 20 years experience in finance and investments, specializing in private wealth management. Prior to joining the Applied Finance Centre, Steve was Head of Private Wealth Management at Ord Minnett, where he ran the Australian national wealth advisory and financial planning businesses. Previously Steve worked at Goldman Sachs JBWere in a range of senior roles, including Senior Portfolio Manager, Asset Allocation Strategist and Head of Asset Allocation for the Private Wealth Management business. Steve is a Director of the Australian Catholic Superannuation and Retirement Fund, where he also serves as Chairman of the Investment Committee.

Bruce Weatherill, Chairman Global Private Banking Council

Bruce was until 30 June 2008, Global Leader of the PwC Private
Banking/ Wealth Management Practice which he developed to now operate
in 35 countries and which generates significant consultancy fees to
PwC. He is also the author of the widely respected and in-depth Global
Private Banking / Wealth Management Survey which in 2007 covered 265
institutions from over 35 countries. Bruce leads and supports a wide
range of consulting services on a global basis to Global Wealth
Managers and is well known in the sector to the Boards of many Wealth
Managers and Investment Management Companies

Bruce worked in PwC predominantly in the Wealth Management /
Investment Management area providing both audit and consultancy
services where he also gained a wide experience in Banking, Private
Equity, Real Estate and Insurance Broking. He was a trusted advisor to
a number of global clients and was for a few years an adviser to the
Governments of two offshore centres. He was until 30 June 2008, the
Global engagement partner responsible for the provision of audit and
consulting services to a number of PwC’s most significant global
clients such as Fidelity International Limited, Equity Trust Group,
Rathbone Brothers Plc, RBC-Dexia Investor Services Group and Fleming
Family and Partners. In the past Bruce has been responsible for
advisory and audit services to a number of other prestigious clients
such as Gartmore PLC, Schroders Investment Management, Kleinwort Benson
Private Bank, Alliance Dresdner Asset Management, Brown Brothers
Harriman, WestB Merchant Bank, Westpac, Union Plc and the Doughty
Hanson and Kleinwort Benson Private Equity Groups.

Bruce has always also provided a wide range of consultancy services
and has led special projects from initial strategy work, market entry,
the formation of new businesses, development of regulatory and risk
management strategies to advice on product development and other
advisory projects. He has also performed a wide range of acquisition,
mergers and disposal reviews for institutions in the UK, USA and
offshore centres reporting publicly on listings and prospectuses. He
was an accredited due diligence partner, a Quality Review Partner on
listed clients, a member of the UK Investment Management Group
Technical Group and was until 2007 the UK representative on the Global
IFRS Investment Management technical Committee. He was accredited to
sign assignments under UK GAAP, US GAAP and IFRS.

Rodger Bacon, Executive Chairman, Trilogy Capital Group

Rodger is Executive Chairman of the Trilogy Capital Group, a specialist property funds management business. It had its origins in 1999 and then underwent a merger (and re-branding to “Trilogy Capital”) in 2004. The key people who established Trilogy Capital arose out of the takeover of the Challenger International Group by the Consolidated Press interests. Rodger spent 15 years involved in building Challenger into a major property related financial services provider. He was an Executive Director and significant shareholder of Challenger International Limited.

Prior to that Rodger worked with the Schroder Merchant Banking Group for 15 years during which time he had extensive experience in all aspects of funds management in Australia and offshore and was a Board member of the ASX listed Schroder Property Fund.

Rodger has been a member of Finsia for many years and was elevated to Senior Fellow in 2006. He joined the NSW Regional Council in October 2001 and last year stepped down from his role as Chairman. He is also a National Board member of Finsia and is a member of Finsia’s Policy Advisory Council, the Managed Funds and Superannuation Advisory Group and participates in the Mentoring program.

Angela Flannery, Partner, Allen & Overy

Angela Flannery is a partner in the banking and finance department of the Sydney office of international law firm, Allen & Overy, with over 20 years experience in banking law in the Australian market.

Angela has a long standing commitment to the banking and finance sector, as indicated for example by her membership of the Asia Pacific Loan Market Association, and its legal and documentation committee, for over 10 years.

Angela is the previous author of a text "Australian Corporate Finance Law" (published by LexisNexis) and is currently an editor of the Journal of Banking and Finance Law and Practice. Angela also lectures in project finance for the Masters of Law course at the University of Sydney. She publishes many articles, including most recently in relation to Australia's personal property securities law reforms.